+1,831.5%
AEHR vs BBWI
-47.4%
+1,879.0%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +1.5% | -8.1% | -7.1% |
| 7D | +6.4% | +0.1% | +6.2% | +6.4% |
| 30D | -20.3% | +12.9% | -33.2% | -23.3% |
| 3M | -53.8% | +16.0% | -69.8% | -56.5% |
| 6M | -44.8% | +16.6% | -61.4% | -48.8% |
| YTD | +182.2% | +9.7% | +172.5% | +164.5% |
| 1Y | +174.7% | +1.5% | +173.2% | +159.2% |
| 3Y | +143.5% | -21.4% | +164.9% | +147.9% |
| 5Y | +129.9% | -67.6% | +197.4% | +171.7% |
| All | +1,831.5% | -47.4% | +1,879.0% | +1,660.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded BBWI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling